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Build Wealth. Protect What You've Built. Create What's Next.

Start your Financial Strategy

About

ABOUT

FINANCIAL STRATEGY SHOULD MOVE WITH YOU.

You didn’t build your career, business, or wealth by accident.

So your financial future shouldn’t be left to a collection of disconnected accounts, products, and decisions.

Phelix Financial was built around a simple idea:

Your money should have a strategy.

We work with entrepreneurs, business owners, professionals, and families to create greater clarity around wealth building, protection, retirement, investments, and the future.

Because financial success isn’t simply about making more.

Family looking at a tablet beside a clover icon

It’s about knowing what to do with what you’ve built.

Watch the Digital Million Dollar Home Care Summit

Phelix, in partnership with leading home care owners and industry experts, developed the Digital Million Dollar Home Care Summit and Million Dollar Home Care Summit to help agencies at every stage of growth. Gain exclusive access to 10+ multi-million-dollar home care owners and industry leaders sharing the real strategies, systems, and lessons they used to grow from startup to $10 million+ in annual revenue, giving you practical insights to build, scale, strengthen, and create greater value in your home care business.

Watch More

Build My
Wealth

Create the foundation. Whether you're growing your income, building a business, or starting to invest, this is where the strategy begins. We help you understand where your money is going, where opportunities exist, and what needs to happen next.

BUILD

Protect What

I've Built

Growth means something when you can keep it. As your income and assets grow, so does your exposure to risk. This phase focuses on protecting your income, family, business, assets, and future while creating greater financial resilience.

PROTECT

Create My
Legacy

Turn today's success into tomorrow's opportunity. At a certain point, financial planning becomes bigger than retirement. It's about ownership. It's about family. It's about succession. It's about creating options for the next generation.

LEGACY

WEALTH STRATEGY

A coordinated financial strategy for entrepreneurs, business owners, and families, built around where you're going, not just where you are.

Start My Strategy

Protecting Your Profits guide by Phelix Financial, with Jason Van Horn and Daniel Baker on the cover

Speaking

PHELIX EDUCATION

Money shouldn't feel like a language you need a translator to understand. Phelix provides practical education designed to help you make better financial decisions.